Quick reference

The 60-second eSigning model

Draft source contract → Configure PDF and recipients → Place fields → Confirm & Send → Approvals → First signer → Second signer → Fully Executed PDF

Project TeamDesktop WebVerified July 24, 2026

Draft source contract → Configure PDF and recipients → Place fields → Confirm & Send → Approvals → First signer → Second signer → Fully Executed PDF

Your source financial record is the Commitment or Change Order, while the eSigning record manages the document's approval and signature workflow. While eSigning is active, direct changes to the source status are restricted. This keeps the financial and signing histories aligned.